Clio Configuration Built
the Way Firms Actually Use It
Most Clio consultants configure the platform the way the manual says. We configure it the way a scaling law firm actually uses it — because Bay Legal runs on Clio every single day and our billing system drives a 97%+ collection rate.
The Problem
You Own Clio.
You're Not Using It.
The most common thing we hear from law firm owners: "We have Clio but it's not really working for us." The platform has been there for months or years. Tasks are scattered. Automations don't fire. Dashboards don't exist. Reports don't match how the firm actually works.
The problem isn't Clio. The problem is implementation. Clio is extraordinarily powerful when configured correctly — and almost useless when it isn't.
"The problem isn't the tools — it's the implementation. XPRTS configures your systems the way they should have been set up from day one, then trains your team to actually use them."
What We Configure
A Complete Clio Build
- Matter structure — custom fields, practice area templates, document organization by case type
- Task templates — automated task sequences for intake, drafting, billing, quality assurance
- Billing workflows — time capture, invoice triggers, payment processing, collections automation
- Intake configuration — Clio Grow or Lawmatics integration, lead-to-matter pipeline
- KPI dashboards — real-time visibility on revenue, AR aging, caseload, lead volume
- Third-party integrations — Lawmatics, QuickBooks, Google Workspace, Zapier
- Team training — your staff learns to actually use what we build
- AI-ready architecture — data structure that supports future AI tool integration
XPRTS vs Other Clio Consultants
The Operator Difference
Every other Clio consultant comes from an IT, accounting, or legal tech background. XPRTS is the only Clio consultant that runs a law firm.
| What matters | Typical Clio consultant | XPRTS |
|---|---|---|
| Background | IT, accounting, or legal tech | Active law firm operator (Bay Legal, PC) |
| Proof point | Certifications and completed projects | 400% growth at Bay Legal on our exact Clio config |
| Configuration depth | Standard setup per Clio documentation | Operator-designed workflows built for real scale |
| Systems integration | Clio only, or Clio + one tool | Clio + Lawmatics + Zapier + QuickBooks as a connected stack |
| Staff training | Video tutorials, written documentation | Live training inside your firm's actual workflows |
| Ongoing support | Project-based, then done | Available through Fractional Operations engagement |